Spire Wealth Management’s Credit Suisse Group CS Stock Holding History

Spire Wealth Management’s Portfolio CS Stock Details CS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,110	Closed	-$9K	–	2567
2023 Q1	$9K	Buy	+10,110	New	+$28.2K	﹤0.01%	1885
2022 Q3	–	Sell	-5,756	Closed	-$33K	–	2706
2022 Q2	$33K	Buy	5,756 +77	+1%	+$523	﹤0.01%	1474
2022 Q1	$45K	Sell	5,679 -101	-2%	-$897	﹤0.01%	1491
2021 Q4	$56K	Sell	5,780 -3,789	-40%	-$37.9K	﹤0.01%	1670
2021 Q3	$94K	Hold	9,569	–	–	﹤0.01%	1216
2021 Q2	$100K	Buy	9,569 +5,117	+115%	+$54.3K	﹤0.01%	1183
2021 Q1	$81K	Buy	+4,452	New	+$60.3K	﹤0.01%	1491

Other funds holding CS

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Spire Wealth Management's CS Position: Q2 2023 in Review

Spire Wealth Management sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 10,110 shares — an estimated $9K sold.

Spire Wealth Management first reported a position in CS in Q1 2021 and held it in 7 quarters. The position peaked at $100K in Q2 2021. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

Spire Wealth Management reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 10,110 Credit Suisse Group shares in Q2 2023, an estimated $9K.
Spire Wealth Management first reported a position in Credit Suisse Group in Q1 2021 and held it in 7 quarters.
Spire Wealth Management's Credit Suisse Group position peaked at $100K in Q2 2021.
2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.